Small Business Tools That Will Help You Grow and Scale
Want to streamline your small business operations? Explore these essential tools that will help you grow and scale your business effectively.
Whether you’re just starting out or looking to take your small business to the next level, our collection of tools, templates and trackers have got you covered.
Our small business tools and templates are designed to provide you with the resources you need to effectively plan, monitor and grow your business. From sales CRM to business risk assessment, our growing collection covers a wide range of areas to support your small business operations.
Essential Small Business Tools for Success
- Lead Management Sheet (Lite and Pro): Sales CRM in Excel
- Service Contract Management: Excel template to monitor all client contract renewals
- Client Risk Assessment Template: monitor the risk level for each client and improve retention
- Subscription Tracker: never miss membership and subscription renewals
- Goal Setting Template: a Free resource for setting team goals
Trackers and Templates for Small Businesses
Sales CRM in Excel: Lite and Pro Versions
The Lead Management Excel Spreadsheet is a powerful tool designed to help small businesses track and monitor their sales leads. With this spreadsheet, you can easily input and organize all your lead information, including contact details, lead source, status, and more. The spreadsheet also includes built-in formulas and functions that automatically calculate conversion rates, sales pipeline value, and other important sales metrics. With these insights, you can identify areas for improvement, optimize your sales process, and ultimately increase your conversion rates and revenue. Whether you’re a solopreneur or a small sales team, this Lead Management Excel Spreadsheet is a must-have tool for growing your business.
Contract Renewal Tracking Spreadsheet
This template is ideal for service businesses who have time bound service agreements or contracts with clients. Example: marketing agencies, call centers, finance and accounting services, housekeeping services, annual maintenance for office or home equipment, consulting retainership etc. The dashboard helps you review the overall summary and product wise report.
By using this small business tool, you can effectively manage your client contracts and maintain strong relationships with your clients by ensuring that their contracts are renewed on time.
Client Risk Assessment Tool
Monitor early warning signals for each client and increase client retention and revenue by using this client risk assessment template.
There are often subtle early warning signals a client may give – verbal, written or sometimes unstated. Termination of a business deal or association follows a series of such subtle and ignored signals.
Download this template to easily track and monitor the relationship status for each of your clients.
Subscription Management Tracker
In today’s digital world, we all have subscribed to several products and services – music, entertainment, gym membership, domain names, web hosting, web and mobile apps, newsletters and several other subscriptions.
It is difficult to remember all – the renewal dates, payment method and other information.
Download the subscription management spreadsheet and take control of your memberships and subscriptions. Never miss renewals.
Templates for Business Management
Do you need a custom business template, software or spreadsheet? Fill in the form below. Thank you!